13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001120927
Total reported value
$13.5B
$13.5B
806 檔
36.3%
In Q4 2025, Moneta Group Investment Advisors LLC's U.S. equity holdings reached a combined market value of $13.5B, distributed across 806 disclosed stock positions.
In Q4 2025, Moneta Group Investment Advisors LLC displayed an active expansion posture, initiating 18 new positions and adding to 107 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SCHX, VEA) accounted for 36.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $8.2M
Top Position Liquidated / Trimmed
KEL
前期市值: $1.1M
Showing top 200 holdings (of 806 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.41% | -13.52% | EXIT | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.30% | +1.22% | +3.02% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.23% | +0.50% | +1.54% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.18% | +0.63% | +6.34% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 5.06% | +0.86% | -0.13% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.74% | +0.57% | +1.48% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-Other | 3.13% | +0.56% | +0.80% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.88% | +0.64% | +2.73% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.80% | +0.50% | +0.50% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.43% | +0.58% | +6.47% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.71% | +0.25% | +7.46% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.44% | +0.24% | -7.82% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.42% | +0.33% | +8.25% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.41% | +0.26% | -2.35% | |
| 15 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.41% | -0.20% | -0.41% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.37% | +0.15% | +15.39% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.34% | +0.17% | -7.99% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.34% | +0.26% | -0.54% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.18% | +0.22% | -1.82% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.16% | +0.24% | +0.13% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.08% | +0.10% | +53.57% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.06% | +0.20% | -0.28% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.99% | +0.13% | +2.32% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.92% | +0.13% | -2.67% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | +0.12% | +2.08% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.86% | +0.12% | +0.90% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.83% | +0.11% | +3.61% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.75% | +0.11% | +4.30% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | +0.01% | +0.84% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.58% | +0.03% | -1.62% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | +0.05% | -0.27% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.52% | +0.06% | -0.25% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | +0.11% | -0.65% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.47% | +0.05% | +2.72% | |
| 35 | IGF | Ishares Global Infrastructur | ETF-Other | 0.46% | +0.01% | +2.19% | |
| 36 | AMID | Argent Mid Cap ETF | ETF-Other | 0.46% | +0.03% | +2.86% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.43% | +0.09% | -1.21% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.42% | +0.12% | -0.15% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.42% | +0.08% | +0.01% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.42% | +0.04% | -0.09% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.41% | +0.03% | +6.93% | |
| 42 | LRCX | Lam Research CORP | Stock-Tech | 0.39% | +0.40% | -5.42% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.36% | — | +8.72% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.09% | -3.82% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.33% | +0.04% | +4.34% | |
| 46 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.32% | +0.04% | +1.12% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.07% | +0.31% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.30% | -0.02% | +4.10% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.29% | +0.04% | -1.25% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.28% | +0.01% | — |
According to official SEC Form 13F filings, Moneta Group Investment Advisors LLC reported a total U.S. public equity portfolio value of $13.5B across 806 disclosed positions in Q4 2025.
During Q4 2025, Moneta Group Investment Advisors LLC's top holdings by market value included VOO (14.4%)、SCHX (7.3%)、VEA (5.2%). The largest single position, VOO, represented 14.4% of total portfolio value.
In Q4 2025, Moneta Group Investment Advisors LLC made 200 total portfolio adjustments, initiating 18 new buys, adding to 107 positions, trimming 62 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.